Retire With Purpose™
Clarity, Intention, and Vision
As with all my programs, Retire With Purpose™ includes a structured approach that, coupled with my guided self-discovery process, reliably produces a result.
We'll be doing two simple, yet very powerful exercises:
The Lifestyle Targeter™ is a simple, yet extremely powerful exercise. You will have a new level of clarity about What Matters Most. You can use it as your "North Star" to guide you through the opportunities and trade-offs you'll continually face as you progress through your retirement. The clearer you are about this, the more powerfully you'll be able to create your "Retirement the way you’ve always imagined™"
The S.A.L.S.A. Scan™ helps you identify your Sweet Spots™ - things that you love to do and that you demonstratively already do well. You'll get valuable (and perhaps surprising) insight into what really Motivates and Satisfies you. Plus you'll get insight into what additional work, learning, and education you might want to pursue.
After you've done this work you'll have a new level of clarity about what's most important. This is essential for balancing your goals with your other commitments as you create your "Retirement the way you’ve always imagined™"
What Are You Waiting For?
Why sit and watch time slip away… from 65, to 70, 75, maybe becoming less mobile, feeling like you’ve wasted those years not living life the way you’ve always imagined.
Not on my watch! Get into action and start creating what you want right now!
Welcome! Let's get started with some pre-work.
Pre-work: Looking at your WHOLE life
Pre-work: Looking at your WHOLE experience
Welcome! (start here)
What We'll Be Doing and Why
Session 1 Training (watch me next)
Setting Up Your Lifestyle Targeter™ Worksheet
Lifestyle Targeter™ Getting Started Instructions
The Lifestyle Targeter™ Worksheet
Setting Up Your S.A.L.S.A. Scan™ Worksheet
S.A.L.S.A. Scan™ Getting Started Instructions
The S.A.L.S.A. Scan™ Worksheet
Session 1 Homework
Session 2 training (watch me first)
Why is the Lifestyle Targeter™ at the core of this work?
Lifestyle Targeter™ Instructions
Lifestyle Targeter™ Audio Training
Reviewing the Lifestyle Targeter™ Worksheet
Session 2 Homework
Session 3 training (watch me first)
Why the S.A.L.S.A. Scan™?
S.A.L.S.A. Scan™ Instructions
S.A.L.S.A. Scan™ Audio Training
Reviewing The S.A.L.S.A. Scan™ Worksheet
Sweet Spots™ and Themes Worksheet
Skills Inventory Worksheet
Session 3 Homework
Session 4 training (watch me first)
Lifestyle Targeter™ Summary and Action Steps
Lifestyle Targeter™ Worksheet
S.A.L.S.A. Scan™ Instructions
Identifying Your Sweet Spots™ and Themes
Your Skills Inventory
S.A.L.S.A. Scan™ Action Plan Instructions - Using Your Themes, Sweet Spots™, and Skills
S.A.L.S.A. Scan™ Action Plan Worksheet
Bucket List Instructions
Brainstorming Instructions
Bucket List Worksheet
Create Your Combined Retirement Action Plan
Your Combined Retirement Action Plan Worksheet
Session 4 homework
Plans Into Action, Your Online Calendar
Plans Into Action, Your Annual Wall Calendar and Markers
Plans Into Action, Making Room For What Matters Most
Plans Into Action, Making It Happen
Review Of What We've Done
Summarizing What We’ve Created (graphic)
Creating Your Retirement
Creating The Retirement You've Always Imagined™ (graphic)
Celebrating Our Success!
What’s Next?
For retirement clarity and focus
$147.00
Regular price
$497.00
Guided Small Group
$47.00
Backstage Pass
If the “Retire with Purpose™ Small Group Series” doesn't help you with exactly how to create your Retirement the way you’ve always imagined™ with deep fulfillment in your relationships and lifestyle... without having the years go by, never having a retirement you love, feeling frustrated about wasting your time and life... then I'll refund your money
For retirement clarity and focus
$147.00
Regular price
$497.00
Guided Small Group
$47.00
Backstage Pass